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Senior Financial Planning Specialist

2 months ago

Weybridge, Surrey, United Kingdom Ortus PSR Full time

Exciting Opportunity for Experienced Paraplanners

Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Ortus PSR is a leading financial services firm that values innovation and excellence in personalized financial planning.

As a Paraplanner, you will support financial planners by analyzing client needs, conducting research, and preparing compliant financial recommendations.

Key Responsibilities:

  • Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
  • Analyze Client Needs: Review client information to understand profiles and objectives.
  • Conduct Research: Gather necessary documentation and perform relevant research.
  • Create Financial Plans: Develop accurate, compliant financial plans.
  • Ensure Compliance: Maintain proper documentation for compliance and suitability.
  • Cashflow Modelling: Prepare lifetime cashflow models.
  • Handle Client Queries: Address client inquiries as needed.
  • Team Collaboration: Work closely with financial planners and support staff.

Requirements:

  • Strong communication skills
  • Team player with excellent interpersonal abilities
  • Organizational, analytical, and problem-solving skills
  • Attention to detail
  • Proficient in financial planning software and IT tools
  • Ethical standards and commitment to professional development

Qualifications:

  • Knowledge of financial products, including pensions, investments, and tax planning
  • Understanding of UK financial regulations
  • Minimum two years of paraplanning experience
  • Level 4 Diploma in Financial Planning

Benefits:

  • Competitive salary and benefits package
  • Ongoing professional development
  • Supportive work environment
  • Opportunity to make a significant impact
  • Hybrid working model (60/40)

Ortus PSR is committed to helping clients achieve their financial goals through tailored advice and support. If you are ready to advance your career in financial services, apply now to join our dedicated team of professionals and make a real difference